Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with $17B in AUM. We have more than 280 employees serving clients from 19 offices in 11 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary of Essential Duties:

As a member of the client service team, this person will primarily support the Advisors in all aspects of servicing our clients. As such, this person will be an integral part of our team. This is an administrative position reporting directly to the VP of Client Operations on the West Coast. This position requires attention to detail, strong organizational skills, and a pro-active attitude to successfully manage client-focused and operational activities, as well as working effectively with all employees at Wealthspire.

Primary Responsibilities:

Fulfill on-going client requests

Assist clients in a timely and accurate manner, striving to exceed client expectations

Compose professional letters and emails to clients

Assist Advisors with fulfilling client requests, always looking for ways to better support Advisors

Work effectively with employees in different locations utilizing various methods of communication

Manage a paperless office

Complete account paperwork for clients, utilizing electronic methods whenever possible

Input and update accurate client information in all systems

Maintain and update client service procedures

Take ownership, as appropriate, of certain daily functions within client services

Answer phones and other general administrative duties as needed

Front desk backup – meet and greet clients, set-up/breakdown conference rooms for meetings

systems

Proficient with in-house office systems - Client Relationship Management and Document Management Systems (e.g.,
Salesforce, Box, DocuSign, ShareFile, Zoom, Teams)

Excellent computer skills with Microsoft Office Suite

Qualifications:

Bachelor’s degree preferred

At least two years of directly related industry experience

Numerical accuracy and attention to detail a must

Ability to prioritize tasks and work in a team environment

Desire to learn, be resourceful, and think outside the box

Professional appearance and manner

Strong written and verbal communication skills

Career Path:

Through experience and performance may be promoted to other functional areas depending on interest and aptitude

What We Offer:

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $50,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisor is an inclusive Equal Employment Opportunity employer.

Client Service Specialist: Wealth Management (Hybrid)